Wealth Management Associate-Kansas City

Job Description

Job Description

Associate (Service) Advisor

Schedule: Monday–Friday, 7:00 AM–4:00 PM (In-Office)

About the Opportunity

We are seeking an Associate Advisor to join a growing financial services team and play a key role in delivering an exceptional client experience. This individual will serve as a trusted point of contact for clients, helping answer questions, coordinate service needs, and ensure seamless follow-through after client meetings and annual reviews.

This is an excellent opportunity for someone looking to grow their career in financial services with a firm that invests in professional development, including sponsorship and payment for required industry licensing .

Licensing & Development Support

The firm will sponsor and cover the cost of obtaining:

• Series 7 or Series 6
• Series 63
• Life & Health Insurance License

Compensation

• $60,000–$65,000 base salary
• Bonus potential

Key Responsibilities

• Serve as a primary point of contact for clients, providing timely responses, updates, and a high level of service.
• Support Lead Advisors with client meeting preparation, follow-up items, and ongoing account servicing needs.
• Manage client requests including paperwork, account transfers, distributions, and account updates with accuracy and efficiency.
• Track and follow through on action items resulting from annual reviews and client conversations.
• Maintain accurate client records within CRM and internal systems.
• Communicate proactively with clients to ensure they feel informed and supported throughout the planning process.
• Partner with internal team members to resolve client needs and improve service processes.
• Participate in ongoing training and licensing development to expand financial services knowledge.

What You Bring

• 1+ years of experience in financial services, wealth management, banking, insurance, or a related field.
• Strong interest in building a long-term career within the financial services industry.
• Excellent written and verbal communication skills.
• Strong attention to detail with the ability to manage multiple priorities.
• A client-first mindset with a genuine desire to help others achieve financial confidence.
• Professionalism and discretion when handling confidential client information.
• A proactive approach to problem-solving and ownership of tasks.
• Ability to work collaboratively in a team-oriented environment.